Financial Statement Wizard - Column Properties: Set Up a Ratio Column

In the Financial Statement Wizard - Column Properties window, you can choose to make a column in your new financial statement a Ratio column. This type of column totals a range of accounts and displays the percent that each account comprises of the total amount.

As an example of selecting an account range that will calculate a useful ratio, suppose you want to base the ratio on column 2, which is current month activity. You might then select Income account types for the account range. Sage 50 would first total all income accounts, then divide the current activity for each selected account by this total. On the statement, you would see the percentage of current activity represented by each income account.

To set up a ratio column, follow these steps:

  1. In the Column Properties window, from the drop-down list select Ratio as the data type for the column.

    Additional options appear in the Column Properties group box at the right side of the window.

  2. In the Use Column field, use the drop-down list to select a column whose amount you want to use as numerator to calculate the ratio.
  3. To choose the range of accounts to use for the ratio, select Account Range.

    The Select Accounts window appears, letting you choose the account range. How do I select an account range?

  4. When finished setting up this column, do one of the following:
What do you want to do next?